Looking to diversify beyond LVAMX? The mutual funds below have the lowest correlation with LVAMX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LVAMX.
Best Diversifiers for LVAMX
1 mutual funds have low correlation with LVAMX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Long/Short Equity Fund Class I (BDMIX) (Long-Short) with a 1Y correlation of 0.25, up from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 0.25 | 0.10 | 0.09 | 92 | Long-Short | LVAMX vs BDMIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 0.37 | 0.22 | 0.11 | 67 | Systematic Trend | LVAMX vs ASFYX | |
| Voya Corporate Leaders Trust Fund | 0.40 | 0.63 | 0.70 | 53 | Large Cap Value Equities | LVAMX vs LEXCX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | 0.44 | 0.42 | 0.51 | 75 | Large Cap Growth Equities | LVAMX vs NASDX | |
| Federated Hermes Strategic Value Dividend Fund | 0.55 | 0.67 | 0.78 | 70 | Large Cap Value Equities | LVAMX vs SVAIX |
See all 27 diversifiers for LVAMX
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